See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $24,499 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,429 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,086 | $65,376+33.2% | $87,1000% | $65,185+33.6% |
| Participation rate | 81.1% | 75.3%+5.8pp | 76.9%+4.2pp | 70.2%+10.9pp |
| Annual return | 32.20% | 31.27%+0.9pp | 28.19%+4.0pp | 29.38%+2.8pp |
| Employer contribution / active EE | $1,245 | $1,822-31.7% | $2,521-50.6% | $2,177-42.8% |
| Participant deferral / active EE | $4,170 | $3,388+23.1% | $4,049+3.0% | $3,514+18.7% |
| Admin fee / account holder | $10 | $520-98.1% | $7,497-99.9% | $847-98.8% |